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Category: Yen

August CPI, High-Yield Credit, and Back to the Yen Carry Trade

September 8, 2024 Brian Gilmartin Leave a comment

Here’s the coming week’s detail on US economic releases, per Briefing.com calendar: The August CPI report is due Wednesday, September…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI, CPI Services ex-Shelter, Credit markets, Ed Yardeni, Yen

SP 500 Earnings: Strong Week for SP 500. Don’t Discount Currency Issues Too Lightly.

August 17, 2024 Brian Gilmartin Leave a comment

The SP 500 rose 4.50% last week, but the YTD return of 17.85% as of Friday, August 19th, ’24 is…

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Posted in: Bond Market(s) annual return, Weekly Earnings Update, Yen

Sunday Could Be Big Day Internationally

April 15, 2016 Brian Gilmartin Leave a comment

Doha We’ve already heard a ton about the Doha OPEC meeting and what it could mean for crude prices. A…

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Posted in: Brazil (EWZ), Energy ETF's (XLE, Energy sector, Japan and Nikkei, Yen

12.14.14: Weekend Reading from Other Bloggers Worth a Look

December 15, 2014 Brian Gilmartin Leave a comment

Jon Najarian, from OptionMonster with a good read found on Twitter, on crude oil volatility or the OVX. With crude…

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Posted in: AT&T (T), Crude oil / Energy, Energy sector, FDX, Japan and Nikkei, VZ, Yen

Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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